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Building 2PALEN FINANCIAL LLC

Map pinDAVENPORT, IA
Phone563-344-5888
NotebookSEC #801-70951
Total AUM
$28.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1910 EAST KIMBERLY ROAD, SUITE 315
DAVENPORT
IA 52807
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
563-344-5888

ReceiptFinancials

Total AUM
$28.2M
Accounts
130
Discretionary
$28.2M
Accounts
130
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAIL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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